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Principle Wealth Partners’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Principle Wealth Partners’s Portfolio XCEM Stock Details XCEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-25,250
Closed -$692K – 345
2023
Q3 		$692K Hold
25,250
– – 0.07% 173
2023
Q2 		$722K Buy
+25,250
New +$699K 0.07% 164

Other funds holding XCEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Principle Wealth Partners's XCEM Position: Q4 2023 in Review

Principle Wealth Partners sold out of Columbia EM Core ex-China ETF (XCEM) in Q4 2023, closing a stake of 25,250 shares — an estimated $692K sold.

Principle Wealth Partners first reported a position in XCEM in Q2 2023 and held it in 2 quarters. The position peaked at $722K in Q2 2023. 124 funds tracked by Wall St. Rank hold XCEM as of Q4 2023.

  • Principle Wealth Partners reported no remaining Columbia EM Core ex-China ETF position as of Q4 2023 after selling out during the quarter.
  • Principle Wealth Partners sold 25,250 Columbia EM Core ex-China ETF shares in Q4 2023, an estimated $692K.
  • Principle Wealth Partners first reported a position in Columbia EM Core ex-China ETF in Q2 2023 and held it in 2 quarters.
  • Principle Wealth Partners's Columbia EM Core ex-China ETF position peaked at $722K in Q2 2023.
  • 124 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q4 2023.

Based on Principle Wealth Partners's 13F filing for Q4 2023, filed 5 Feb 2024.